Financial
News & Insights
Market commentary, tax updates, investment analysis, and expert perspectives from the Remy Investments advisory team.
Latest Insights
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Retirement Age Shifting: Planning for Longer Careers
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Inheritance Tax Reforms 2026: What Families Should Prepare For
Proposed changes to inheritance tax allowances and reliefs could reshape estate planning strategies for UK families. Early preparation is essential.
The Private Equity Secondaries Market Is Booming
With £1.8 trillion in unrealised value sitting in private equity funds, the secondaries market has become a compelling avenue for liquidity and portfolio diversification.
AI and the Future of Financial Advice: Opportunity or Threat?
Artificial intelligence is reshaping how financial advice is delivered. We examine where human judgment remains irreplaceable — and where algorithms are already winning.
UK Pension Reforms: A Practical Guide to Consolidation
With the average UK worker holding 11 pension pots by age 50, consolidation is increasingly attractive. But it is not always the right move.
Gold as a Portfolio Hedge: Does It Still Work in 2026?
Gold has rallied 18% year-to-date, but its role as a safe-haven asset is being challenged by Bitcoin and Treasury bonds. We reassess the case for allocation.
Weekly Market Commentary
Week of 28 April – 2 May 2026
Markets rallied on easing inflation data and dovish Fed signals. The FTSE 100 gained 1.8%, the S&P 500 added 2.1%, and 10-year gilt yields fell 14 basis points to 4.32%.
UK equities outperformed European peers this week, buoyed by strong retail sales data and a weaker sterling boosting exporter earnings. The FTSE 100 closed at 8,742, its highest level since February. Healthcare and energy sectors led gains, while consumer staples lagged on margin compression concerns.
In fixed income, gilt yields fell across the curve as markets repriced expectations for the Bank of England's first cut to August rather than November. The 2-year gilt dropped 18bps to 4.01%, while the 30-year long gilt fell 9bps to 4.67%. Corporate credit spreads narrowed 4bps, reflecting improved risk appetite.
Currency markets saw sterling weaken 0.6% against the dollar and 0.4% against the euro, as the dovish repricing of UK rates relative to the Fed and ECB widened. For UK investors with unhedged US equity exposure, this provided a modest tailwind.
Looking ahead, all eyes are on the US non-farm payrolls report and the Bank of England's Monetary Policy Committee meeting. A soft employment print could accelerate the timeline for rate cuts on both sides of the Atlantic. We maintain our overweight to quality fixed income and neutral stance on UK equities.
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